How do I mofify a form directly?

[diverjer]

I can view form, but not allowed to edit or modify.  I need to modify charitable contribution on Kansas Schedule A.  Now it is using the amount entered in Federal schedule A, but on Federal schedule A I couldn't enter the QCD on 1040  4a  amount when trying to itemize.   That is the rule and I understand all that and why.   I wasn't able to itemize on federal anyway and took the standard. 

But I can use that amount of charitable contribution that is on the QCD  4a on Kansas state return schedule A.  However Turbotax wants to use amounts I used when trying to itemize  on the Federal schedule A.

I go to the state form and open the state schedule A, but it won't let me enter the accurate data. 

I could work around it by entering the QCD amount on federal schedule A anyway, still wouldn't meet the amount to itemize, so wouldn't hurt federal form, but it that isn't how it should be done. 

I am on Windows CD version

[Mike9241]

A qualified charitable distribution from your IRA, cannot be used to claim a charitable contribution tax deduction. it doesn't go on schedule A. it is reported on 1099R worksheet and is treated as a reduction of the taxable portion of your IRA distribution. this keeps adjusted gross income down and allows a taxpayer to use the standard deduction.

if you override any form, Turbotax may block e-filing and the accuracy guarantee is void

[FangxiaL]

Are you able to locate the worksheet related to the form you are trying to edit? You don't directly make changes to the form itself.

[diverjer]

What Mike says is true on the Federal side.  But Kansas is saying I can use that QCD amount on Kansas Schedule A.  I gave the whole RMD as a contribution, so it's a lot. 

Fangxial  There is an Info Wks which only contains names, filing status, SSN, address etc.   Then there is a Estimate Wks and it is a sheet to calculate my penalty for owing them too much and work sheet for quarterly payments for 2022.  I get these every year and ignore the quarterly payments and the penalty is only $15.00 this year.  Kansas doesn't seem to mind, I have a small penalty every year and the highest was $23.00.  There are no other Wks under the Kansas forms.

[diverjer]

Really it doesn't make any sense that I could put this amount back in Kansas Schedule A (itemize deduction) after it already lowered my Fed AGI.  The Fed AGI is where Kansas starts out computing taxes.  Think instead of talking on phone with the Kansas Dept of Revenue, will go in face to face.  Sometimes over the phone things get lost in translation.  They are only about 20 minutes away and easy to schedule time with. 

[diverjer]

I called the state of Kansas Revenue Dept again.   And again they told me I could claim the charity RMD I used as a QCD on Federal form 1040SR 12b on the state itemize schedule A as a charity contribution.  

I wish that was right, but can't believe it is right.   After all that lowered my Fed AGI and the state form K40 to calculate state income tax starts out with federal AGI to compute state tax.   I wasn't able to itemize on federal side, but can on state.   I know the federal side don't let you use the charity RMD to itemize (even if I could) if you use it as a QCD on 12b.

So I made an appointment for a face to face with state.  If they are going to let me put it in the state schedule A for itemized deductions, that will be like using it twice.  Also, can't do that with Turbotax and will have to use paper or the state online which is free.   Turbotax doesn't have anyplace to change a work form to make this happen.  Guess I could go back and put it in the Federal schedule A anyway (even if wrong) as I still will have to take federal standard deduction.  

[DawnC]

That is true that you can't use a qualified charitable donations (QCD) on the federal side as an itemized deduction again if you already got the benefit of the deduction on Line 4b (it is the QCD amount lower than 4a).    If you did not take the QCD through the 1099-R, it should go on the Schedule A.   Enter all of your donations in the federal donations interview (Schedule A) EXCEPT any donations claimed as a QCD on Line 4 for Form 1040.  That link has instructions.  

After you have entered everything and TurboTax tells you that the standard deduction is better, you can exclude either $300 or $600 of your Schedule A donations (no QCDs on Line 4) on Line 12b.  The remainder of the Schedule A deductions get ignored.   But they are there in case your state return needs this info.  

When you choose to use itemized deductions on your state return (not all states allow this), TurboTax will pull the data from Schedule A and use it on your state return.   

On the federal side, you get either the small deduction on Line 12b OR the bigger deduction on Schedule A.    If you itemize on your Kansas return, you will only be get the Schedule A deduction, not the deduction from federal Line 12b.   You won't be using it twice.  

So, YES, go back and put it on the federal Schedule A.   You won't get that deduction on your federal return, but it will be available to itemize on the Kansas return.  The important thing here is not to double dip.   There can be donation amounts on 4a, 12b, and/or Schedule A.   As long as those are different donations, TurboTax will handle that properly.  

You were not clear about whether or not the QCD was reflected on Line 4.   If it is, do not include it with the Schedule A donations; it will already be deducted on your Kansas return since it starts with federal AGI.    If it is not, add it to Schedule A so it is available to use on your Kansas return.   

[diverjer]

Yes I had the amount of RMD on 4a as QCD and the $600 on 12b as I was not able to itemize on federal schedule A.    Was a long ways from being able to do a federal itemize, even if I was able to put the RMD in the schedule A I couldn't itemize on federal side.    However in Kansas I can itemize, regardless of if I did or didn't on federal.  This is first year for that in Kansas. 

I did get a call back from State of Kansas supervisor and they said that the prior 2 answers I had got from their staff was wrong.   She agreed with me on the fact that if I used the RMD as a QCD to lower my Federal AGI.  I couldn't use that QCD again on the state schedule A as charitable contribution.   I can use all the other charitable I entered while doing federal schedule A and Turbotax does do a good job of transferring those over to the state schedule A (I did not enter the amounts of RMD/QCD while entering charitable on federal schedule A).    Now that makes sense as state of Kansas starts out computing their taxes with the Federal AGI which has already been lowered with the QCD.  

Kansas needs to get some of their staff trained, but I can see the confusion if you read the instructions for Kansas schedule A. 

Kansas instructions says I can deduct all but;  In general, you may not deduct contributions to charitable organizations, to the extent that you receive a state tax credit in return for your contribution.   Well I didn't use my RMD/QCD as a state tax credit- not directly anyway on any state form.